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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,422 | $107,421-6.5% | $182,262-44.9% | $94,015+6.8% |
| Participation rate | 43.4% | 77.8%-34.4pp | 84.2%-40.8pp | 70.8%-27.4pp |
| Annual return | 9.50% | 21.32%-11.8pp | 140.60%-131.1pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,717 | $3,448-50.2% | $5,046-66.0% | $2,790-38.5% |
| Participant deferral / active EE | $3,246 | $6,558-50.5% | $8,276-60.8% | $4,249-23.6% |
| Admin fee / account holder | $8,947 | $8,692+2.9% | $16,712-46.5% | $8,9510% |